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Las carteras de acciones más recientes de los mejores inversionistas y fondos de cobertura del mundo

Nombre AUM Crecimiento
de AUM
AUM
Crecimiento %
Trim.
Rend. est.
Rendimiento est.
a 3 años
Posiciones en cartera Rotación de cartera Tenencia prom.
(años)
SevenBridge Financial Group
3776
SevenBridge Financial Group
Pennsylvania
USD 256 M +USD 36.1 M +16% 12.9% 93.2% 153 15.03% 3.1
Arrow Capital Management
3777
Arrow Capital Management
New York
USD 256 M – – 13.8% – 19 – 1.6
American Money Management
3778
American Money Management
California
USD 256 M +USD 35 M +16% 14.6% 70.5% 84 9.52% 3.5
Clifford Capital Partners
3779
Clifford Capital Partners
Utah
USD 256 M +USD 48.8 M +24% 23.8% 77.3% 38 10.53% 1.9
LCP
3780
Legacy Capital Partners
Wisconsin
USD 255 M +USD 8.16 M +3% 12% 85.6% 142 9.15% 4.5
Hidden Lake Asset Management
3781
Hidden Lake Asset Management
New York
USD 255 M +USD 99.2 M +64% 52.7% 849% 33 81.82% 0.1
KS
3782
Karpas Strategies
Connecticut
USD 255 M +USD 37.9 M +17% 18.1% 16.1% 128 8.59% 5.3
Moerus Capital Management
3783
Moerus Capital Management
New York
USD 255 M +USD 50.1 M +24% 27.6% 205% 13 0% 1.8
Jackson Creek Investment Advisors
3784
Jackson Creek Investment Advisors
Colorado
USD 255 M +USD 34.3 M +16% 26.8% 245% 384 41.93% 0.2
Lineweaver Wealth Advisors
3785
Lineweaver Wealth Advisors
Ohio
USD 255 M +USD 31.1 M +14% 9.91% 68.4% 102 21.57% 0.7
Acorn Financial Advisory Services
3786
Acorn Financial Advisory Services
Virginia
USD 255 M +USD 64 M +34% 16.4% 108% 224 13.39% 0.8
RP
3787
RBS Partners
Florida
USD 255 M +USD 68.9 M +37% 43.1% 210% 3 0% 6.4
Winmill & Co
3788
Winmill & Co
New Hampshire
USD 255 M +USD 10.5 M +4% 17.3% 160% 103 13.59% 1
Ninety One
3789
Ninety One
South Africa
USD 254 M +USD 56.9 M +29% 16.6% 232% 119 16.81% 1.5
Glen Eagle Advisors
3790
Glen Eagle Advisors
New Jersey
USD 254 M +USD 31 M +14% 11% 68.5% 1,016 14.07% 2.3
Wall Capital Group
3791
Wall Capital Group
Arizona
USD 254 M +USD 21.4 M +9% 12.8% – 16 12.5% 3.1
Investors Research Corp
3792
Investors Research Corp
Georgia
USD 254 M +USD 48.1 M +23% 25.4% 62.1% 1,138 5.54% 1.8
Weld Capital Management
3793
Weld Capital Management
New York
USD 254 M +USD 571 k +0.2% 23.9% – 752 79.39% 0.2
WestHill Financial Advisors
3794
WestHill Financial Advisors
California
USD 254 M – – 11.6% 62.9% 85 – 0
Lumbard & Kellner
3795
Lumbard & Kellner
New Hampshire
USD 254 M +USD 51.5 M +25% 15.4% 135% 101 31.68% 2.7
AIM
3796
Alerce Investment Management
Illinois
USD 254 M – – 17% 25.1% 7 – 0
Alliance Wealth Management Group
3797
Alliance Wealth Management Group
New Jersey
USD 254 M +USD 20.9 M +9% 9.16% 43.4% 66 12.12% 2.7
Versant Capital Management
3798
Versant Capital Management
Arizona
USD 254 M +USD 29.5 M +13% 15.1% 97.3% 1,642 5.72% 3.6
Fernwood Investment Management
3799
Fernwood Investment Management
Massachusetts
USD 254 M +USD 42 M +20% 19.8% 83.4% 189 16.93% 2.9
HCA
3800
Hyperion Capital Advisors
New York
USD 253 M +USD 46 M +22% 16.6% 86.1% 46 17.39% 0.8